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iShares iBonds Dec 2027 Term Corporate ETF

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 73

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

3% more funds holding

Funds holding: 414428 (+14)

1% more capital invested

Capital invested by funds: $2.82B → $2.85B (+$34.3M)

3.37% less ownership

Funds ownership: 72.62%69.25% (-3.4%)

Holders
428
Holders Change
+14
Holders Change %
+3.38%
% of All Funds
5.27%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
45
Increased
243
Reduced
73
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$1.92M +$1.92M +79,079 New
PFM
177
Phillips Financial Management
Indiana
$1.88M +$485K +20,000 +35%
KFAA
178
Klaas Financial Asset Advisors
Illinois
$1.87M +$47K +1,937 +3%
BFG
179
Beacon Financial Group
Texas
$1.86M -$23K -948 -1%
FFIC
180
First Fiduciary Investment Counsel
Ohio
$1.84M -$41.1K -1,694 -2%
CWM
181
Cabot Wealth Management
Massachusetts
$1.82M +$145K +5,981 +9%
NEPWA
182
New England Private Wealth Advisors
Massachusetts
$1.82M +$8.62K +355 +0.5%
CCM
183
Coldstream Capital Management
Washington
$1.79M
MBT
184
Montecito Bank & Trust
California
$1.76M +$139K +5,729 +9%
FFP
185
FourThought Financial Partners
Florida
$1.76M +$592K +24,387 +51%
CA
186
Clearstead Advisors
Ohio
$1.75M -$87.9K -3,621 -5%
VWM
187
Valley Wealth Managers
New Jersey
$1.73M +$19.3K +795 +1%
WA
188
WealthTrust Axiom
Pennsylvania
$1.66M +$80.1K +3,300 +5%
CSIA
189
Conrad Siegel Investment Advisors
Pennsylvania
$1.65M +$506K +20,835 +44%
AG
190
AlTi Global
New York
$1.54M
DWM
191
Drive Wealth Management
Utah
$1.54M -$268K -11,023 -15%
BC
192
Barrett & Company
Rhode Island
$1.53M +$174K +7,181 +13%
ACM
193
Arcataur Capital Management
Wisconsin
$1.52M
PGAM
194
Princeton Global Asset Management
New Jersey
$1.49M +$90.4K +3,726 +6%
SWM
195
Segment Wealth Management
Texas
$1.49M +$30.1K +1,238 +2%
HNW
196
High Note Wealth
Minnesota
$1.47M +$1.05M +43,240 +249%
JBC
197
Jefferson Bridge Capital
Tennessee
$1.46M +$39.5K +1,626 +3%
Cerity Partners
198
Cerity Partners
New York
$1.45M +$1.46M +59,975 New
JWCA
199
J.W. Cole Advisors
Florida
$1.43M +$289K +11,922 +25%
CFS
200
Cannon Financial Strategists
Georgia
$1.42M +$9.13K +376 +0.6%